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Strategies & Market Trends : Value Investing

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To: Freedom Fighter who wrote (9711)	1/22/2000 12:30:00 PM
From: James Clarke	of 78747

Sara Lee is one of the first stocks I would buy if I were creating a portfolio from scratch today. Under $20 is an absolute steal for a growth company of this quality in my opinion. The entire food group is way out of favor, and I believe this is not only the largest, but also the lowest P/E stock in the group (I adjust the P/E for goodwill amortization, which is very significant). But it is also a much better company in my opinion than the companies trading at higher multiples like Heinz or Kellogg. I also like General Mills, which just surpassed Kellogg for the first time in market share for cereal. Its valuation is not as attractive as Sara Lee's though.

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